This Stock will be my Next Palantir‼️

AMD continues momentum rally

AMD shares climbed over 4%, adding $35,000 to the public account and demonstrating persistent strength in the semiconductor name.

Growth stocks face severe selling pressure

SoFi, Robinhood, Coinbase, and Hims all plunged between 5-15% during the session, reflecting broad weakness in fintech and crypto-exposed sectors.

B-grade income statement signals trouble

Despite 33% revenue growth, operating income only rose 30% while R&D spending surged 46% and total expenses grew faster than sales at 35%.

Daily active users unexpectedly decline

DAUs dropped 5% quarter-over-quarter to 3.56 billion, missing Wall Street expectations of 3.62 billion and marking a rare negative trend for the platform.

Capex guidance explodes to $145 billion

Management raised 2025 capital expenditure guidance to a staggering $125-145 billion range, suggesting the spending problem will get "way worse before it gets better" and could potentially drive the stock down to $350.

A-grade execution with expanding margins

Revenue grew 17% while operating income surged 30%, demonstrating clear operating leverage as G&A expenses actually declined 2% year-over-year.

AWS growth accelerates dramatically

AWS revenue jumped 28% to $37.59 billion, marking its fastest growth in over three years and potentially heading toward 30%+ growth rates that justify heavy infrastructure spending.

Advertising business emerges as profit engine

Ad revenue grew 24% to $17.24 billion, becoming the company's fastest-growing and most profitable segment outside of cloud while beating expectations of 21.2% growth.